Client Management - File Notes: Create Task from Notes
Create Task from Notes
Did you know that XPLAN has the capability of transferring the content from a Note into a Task? This guide is a step by step demonstration to show you a handy way of saving time if your Note already contains the details you require for your Task.
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Starting within the client menu, select Notes to take you to the Document List, itemising all available notes against your client.
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Select the Note you would like to transfer into a Task by clicking on it.
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By entering into the Note, you have more selections made available to you. Click the Actions button in the top right hand corner of the page.
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The Actions button expands to allow you to give you a further range of selections. Select Add Follow-Up task.
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A new window will expand giving you functionality to add related details to your new Task. This is only basic information which you can expand out in the Task area.
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Click Ok when finished to activate the Task.
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You will see a message to let you know the Task has been successfully created.
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You can review the newly created task by clicking Task in the Administration module within the left hand task bar. The recently created task will appear in the task list panel.
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By clicking onto the tasks Subject hyperlink, the description panel with expand.
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The original Note content will be visible in the description panel of the Task. You also have the flexibility to make changes to the Task by clicking the Edit button in the top right hand corner. The functionality tabs at the bottom also allow you to customise the task further.
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